Home → Data Entry → In Depth: Service Transactions → Which Service Transactions to Enter
Each client should have at least one Case Management Service Transaction to indicate that client's intake process.
Each client may also have a second Service Transaction of some kind besides Case Management.
As your client progresses through your program, users should update any services given, such as rental payments.
For each month enrolled, there should be at least one Case Management Service Transaction.
So, a typical collection of Services Transactions for a client might be:
Date | Service | Activity Represented |
5/1/2024 | Case Management | Intake |
6/15/2024 | Case Management | Found housing for the client |
6/15/2024 | Rental Assistance | Paid first month's rent |
6/15/2024 | Security Deposit | Paid deposit |
7/1/2024 | Rental Assistance | Paid 2nd month's rent |
7/1/2024 | Case Management | Client needs ongoing rental assistance |
8/1/2024 | Case Management | Recertification |
8/1/2024 | Rental Assistance | Paid 3rd month's rent |